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Gerald Douglas Green

8 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,007 clients
Average Client Portfolio
$384K average
Assets Under Management
$387.0M

Fee Structure

Minimum Investment:None
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Location

3226 28th Street Se, Kentwood, MI, 49512

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gerald is an insurance agent with Lakeview Financial Group, LLC, providing insurance sales and services. This activity takes about a quarter of his time.

Employment History
Current Registrations
Mattson Financial Services, LLC
March 2017 - Present · 8 yrs 11 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.